See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,871 | $56,277-54.0% | $80,975-68.1% | $62,891-58.9% |
| Participation rate | 77.9% | 69.0%+9.0pp | 75.8%+2.1pp | 69.3%+8.6pp |
| Annual return | 7.20% | 22.12%-14.9pp | 17.10%-9.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,106 | $1,943+8.4% | $3,714-43.3% | $2,281-7.7% |
| Participant deferral / active EE | $3,585 | $4,195-14.5% | $5,696-37.1% | $3,203+11.9% |
| Admin fee / account holder | $3,274 | $3,741-12.5% | $5,516-40.6% | $4,296-23.8% |